The following fields are available in the Customize Service Sales window.
Data field name |
Data that will print in this field if active |
Active/Inactive field (Active field text label) |
[*Inv/PO #*] |
The number of the transaction with an asterisk before and after it |
Inactive |
[Addr2 - Contact] |
The name of the contact entered on the Card Information window -- Profile view for the Address 2 Location |
Inactive |
[Addr2 - Country] |
The country entered on the Card Information window -- Profile view for the Address 2 Location |
Inactive |
[Addr2 - E-mail] |
The email address entered on the Card Information window -- Profile view for the Address 2 Location |
Inactive |
[Addr2 - Fax] |
The fax number entered on the Card Information window -- Profile view for the Address 2 Location |
Inactive |
[Addr2 - Phone1] |
The #1 phone number entered on the Card Information window -- Profile view for the Address 2 Location |
Inactive |
[Addr2 - Phone2] |
The #2 phone number entered on the Card Information window -- Profile view for the Address 2 Location |
Inactive |
[Addr2 - Phone3] |
The #3 phone number entered on the Card Information window -- Profile view for the Address 2 Location |
Inactive |
[Addr2 - Salutation] |
The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 2 Location |
Inactive |
[Addr2 - WWW] |
The World Wide Web address entered on the Card Information window -- Profile view for the Address 2 Location |
Inactive |
[Addr3 - Contact] |
The name of the contact entered on the Card Information window -- Profile view for the Address 3 Location |
Inactive |
[Addr3 - Country] |
The country entered on the Card Information window -- Profile view for the Address 3 Location |
Inactive |
[Addr3 - E-mail] |
The email address entered on the Card Information window -- Profile view for the Address 3 Location |
Inactive |
[Addr3 - Fax] |
The fax number entered on the Card Information window -- Profile view for the Address 3 Location |
Inactive |
[Addr3 - Phone1] |
The #1 phone number entered on the Card Information window -- Profile view for the Address 3 Location |
Inactive |
[Addr3 - Phone2] |
The #2 phone number entered on the Card Information window -- Profile view for the Address 3 Location |
Inactive |
[Addr3 - Phone3] |
The #3 phone number entered on the Card Information window -- Profile view for the Address 3 Location |
Inactive |
[Addr3 - Salutation] |
The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 3 Location |
Inactive |
[Addr3 - WWW] |
The World Wide Web address entered on the Card Information window -- Profile view for the Address 3 Location |
Inactive |
[Addr4 - Contact] |
The name of the contact entered on the Card Information window -- Profile view for the Address 4 Location |
Inactive |
[Addr4 - Country] |
The country entered on the Card Information window -- Profile view for the Address 4 Location |
Inactive |
[Addr4 - E-mail] |
The email address entered on the Card Information window -- Profile view for the Address 4 Location |
Inactive |
[Addr4 - Fax] |
The fax number entered on the Card Information window -- Profile view for the Address 4 Location |
Inactive |
[Addr4 - Phone1] |
The #1 phone number entered on the Card Information window -- Profile view for the Address 4 Location |
Inactive |
[Addr4 - Phone2] |
The #2 phone number entered on the Card Information window -- Profile view for the Address 4 Location |
Inactive |
[Addr4 - Phone3] |
The #3 phone number entered on the Card Information window -- Profile view for the Address 4 Location |
Inactive |
[Addr4 - Salutation] |
The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 4 Location |
Inactive |
[Addr4 - WWW] |
The World Wide Web address entered on the Card Information window -- Profile view for the Address 4 Location |
Inactive |
[Addr5 - Contact] |
The name of the contact entered on the Card Information window -- Profile view for the Address 5 Location |
Inactive |
[Addr5 - Country] |
The country entered on the Card Information window -- Profile view for the Address 5 Location |
Inactive |
[Addr5 - E-mail] |
The email address entered on the Card Information window -- Profile view for the Address 2 Location |
Inactive |
[Addr5 - Fax] |
The fax number entered on the Card Information window -- Profile view for the Address 5 Location |
Inactive |
[Addr5 - Phone1] |
The #1 phone number entered on the Card Information window -- Profile view for the Address 5 Location |
Inactive |
[Addr5 - Phone2] |
The #2 phone number entered on the Card Information window -- Profile view for the Address 5 Location |
Inactive |
[Addr5 - Phone3] |
The #3 phone number entered on the Card Information window -- Profile view for the Address 5 Location |
Inactive |
[Addr5 - Salutation] |
The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 5 Location |
Inactive |
[Addr5 - WWW] |
The World Wide Web address entered on the Card Information window -- Profile view for the Address 5 Location |
Inactive |
[Address 2] |
The address entered on the Card Information window -- Profile view for the Address 2 Location |
Inactive |
[Address 3] |
The address entered on the Card Information window -- Profile view for the Address 3 Location |
Inactive |
[Address 4] |
The address entered on the Card Information window -- Profile view for the Address 4 Location |
Inactive |
[Address 5] |
The address entered on the Card Information window -- Profile view for the Address 5 Location |
Inactive |
[Amount + tax] |
The amount of the line item plus the amount of the tax for the line item |
Inactive |
[Amount] |
The amount of each line item entered on the transaction |
Active |
[Applied] |
The total of the payments that have been applied to the sale |
Active |
[Balance] |
Amount of the sale including tax and freight charges minus any payments that may have been applied; that is, the amount that appears in the Balance Due field of the sale. |
Active |
[Card Custom Field 1] |
The entry in the Custom Field #1 field of the Card Information window -- Card Details view |
Inactive |
[Card Custom Field 2] |
The entry in the Custom Field #2 field of the Card Information window -- Card Details view |
Inactive |
[Card Custom Field 3] |
The entry in the Custom Field #3 field of the Card Information window -- Card Details view |
Inactive |
[Card Custom List 1] |
The entry in the Custom List #1 field of the Card Information window |
Inactive |
[Card Custom List 2] |
The entry in the Custom List #2 field of the Card Information window |
Inactive |
[Card Custom List 3] |
The entry in the Custom List #3 field of the Card Information window |
Inactive |
[Card ID] |
The Card ID from the Card Information window |
Inactive |
[Card Number] |
The card number entered in the Applied Payment Details window when entering a credit or debit card payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Inactive |
[Category] |
The financial tracking category assigned to this sale |
Inactive |
[Check Number] |
The check number entered in the Applied Payment Details window when entering a check payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Inactive |
[Comment] |
The comment entered on the transaction |
Active |
[Company Address] |
The company address entered in the Company Information window |
Active |
[Company E-mail] |
The email address entered in the Company Information window |
Inactive |
[Company Fax] |
The fax number entered in the Company Information window |
Inactive |
[Company Name] |
The company name entered in the Company Information window |
Active |
[Company Phone] |
The phone number entered in the Company Information window |
Inactive |
[Contact Name] |
The name of the contact entered on the Card Information window -- Profile view for the Address 1 Location |
Inactive |
[Country] |
The entry in the Country field for Address 1 from the Card Information window |
Inactive |
[Cust PO #] |
The entry in the Customer PO # field on the transaction |
Active |
[Date] |
The date entered on the transaction |
Active |
[Description] |
The description of each line item entered on the transaction |
Active |
[Due Date] |
The date the payment is due, based on the terms of the sale |
Inactive |
[E-mail] |
The email address entered on the Card Information window -- Profile view for the Address 1 Location |
Inactive |
[Expiration Date] |
The expiration date entered in the Applied Payment Details window when entering a credit or debit card payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Inactive |
[Fax #] |
The fax number entered on the Card Information window -- Profile view for the Address 1 Location |
Inactive |
[Federal Tax ID #] |
The federal tax ID entered in the Company Information window |
Inactive |
[Freight + tax] |
Includes the freight amount plus the tax on the freight |
Inactive |
[Freight] |
The freight amount entered on the sale |
Active |
[Invoice #] |
The invoice number entered on the transaction |
Active |
[Job Description] |
The description of the job whose job number is entered for a line item |
Inactive |
[Job Name] |
The name of the job whose job number is entered for a line item |
Inactive |
[Job Number] |
The job number entered for a line item |
Inactive |
[Mailing Address] |
The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view |
Active |
[Memo] |
The memo entered in the Journal Memo field of the transaction |
Inactive |
[Name on Card] |
The name on the card entered in the Applied Payment Details window when entering a credit or debit card payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Inactive |
[Notes from Card] |
Notes entered in the Card Information window -- Card Details view |
Inactive |
[Original Amount in English] |
The amount of the sale including tax and freight charges (but not including any payments that may have been applied) in words. Words will print for amounts up to and including 99,999.99; for larger amounts, the amount will print in numeric form. |
Inactive |
[Page #] |
The pages of the sale are counted; this field displays the number of the page. |
Active |
[Payment Method] |
The payment method selected when entering a payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Inactive |
[Payment Notes] |
The note entered in the Notes field of the Applied Payment Details window when entering a payment for the sale. This field won't print if more than one payment has been applied to the sale. |
Inactive |
[Phone #1] |
The #1 phone number entered on the Card Information window -- Profile view for the Address 1 Location |
Inactive |
[Phone #2] |
The #2 phone number entered on the Card Information window -- Profile view for the Address 1 Location |
Inactive |
[Phone #3] |
The #3 phone number entered on the Card Information window -- Profile view for the Address 1 Location |
Inactive |
[Referral Source] |
The referral source entered on the transaction |
Inactive |
[Sale Status] |
The status of the sale at the time it is printed -- Invoice, Order or Quote |
Active |
[Salesperson] |
The salesperson entered on the transaction |
Inactive |
[Salutation] |
The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 1 Location. |
Inactive |
[Ship Date] |
The date entered in the Promised Date field on the transaction |
Active |
[Ship Via] |
The ship method entered on the transaction |
Active |
[Shipping Address] |
The shipping address entered on the transaction |
Active |
[State Tax ID #] |
The state tax ID entered in the Company Information window |
Inactive |
[Subtotal + tax] |
Includes the subtotal amount plus the tax on the subtotal |
Inactive |
[Subtotal] |
The total of the line item amounts on the sale. (No tax included.) |
Inactive |
[Tax Code - Freight] |
An X is printed if the freight entered on the sale is taxed. |
Active |
[Tax ID Number] |
The tax ID number entered in the Card Information window -- Selling Details view |
Inactive |
[Tax] |
The amount of tax charged for line items and freight on the sale |
Active |
[Taxed] |
An X is printed if the Tx column is marked on the transaction for the line item |
Active |
[Terms] |
The terms that appear on the top of the transaction, that is, next to the Terms zoom arrow |
Active |
[Total] |
The total of the line items plus tax and freight charges. Doesn't reflect any payments that may have been applied. |
Active |
[WWW] |
The World Wide Web address entered on the Card Information window -- Profile view for the Address 1 Location |
Inactive |